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๐— ๐—ผ๐—ป๐˜๐—ต๐—น๐˜† ๐—ฆ๐˜๐—ฎ๐˜๐—ฒ๐—บ๐—ฒ๐—ป๐˜: ๐Œ๐š๐ฒ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿญ

๐ŸŸข ๐Ÿ‘.๐Ÿ”%: ๐—›๐—ถ๐—ด๐—ต๐—ฒ๐˜€๐˜ ๐—ฑ๐—ฎ๐—ถ๐—น๐˜† ๐—ฝ๐—ฒ๐—ฟ๐—ณ๐—ผ๐—ฟ๐—บ๐—ฎ๐—ป๐—ฐ๐—ฒ

๐ŸŸข ๐Ÿ.๐Ÿ‘๐Ÿ‘%: ๐— ๐—ผ๐—ป๐˜๐—ต๐—น๐˜† ๐—ฝ๐—ฒ๐—ฟ๐—ณ๐—ผ๐—ฟ๐—บ๐—ฎ๐—ป๐—ฐ๐—ฒ

๐ŸŸข ๐Ÿ”๐Ÿ.๐Ÿ•๐Ÿ%: ๐Ÿ๐Ÿ-๐ฆ๐จ๐ง๐ญ๐ก๐ฌ ๐ซ๐ž๐ญ๐ฎ๐ซ๐ง


๐…๐ข๐ซ๐ฌ๐ญ ๐จ๐Ÿ ๐š๐ฅ๐ฅ, ๐ˆ ๐ฐ๐ž๐ฅ๐œ๐จ๐ฆ๐ž ๐š๐ฅ๐ฅ ๐ง๐ž๐ฐ ๐œ๐จ๐ฉ๐ข๐ž๐ซ๐ฌ ๐š๐ง๐ ๐Ÿ๐จ๐ฅ๐ฅ๐จ๐ฐ๐ž๐ซ๐ฌ. ๐ˆ ๐ฌ๐ข๐ง๐œ๐ž๐ซ๐ž๐ฅ๐ฒ ๐ญ๐ก๐š๐ง๐ค ๐ฒ๐จ๐ฎ ๐Ÿ๐จ๐ซ ๐ญ๐ก๐ž ๐ญ๐ซ๐ฎ๐ฌ๐ญ ๐ฒ๐จ๐ฎ ๐ก๐š๐ฏ๐ž ๐ฉ๐ฅ๐š๐œ๐ž๐ ๐ข๐ง ๐ฆ๐ž ๐š๐ง๐ ๐ˆ ๐š๐ฆ ๐ก๐š๐ฉ๐ฉ๐ฒ ๐ญ๐จ ๐ฌ๐ž๐ž ๐ญ๐ก๐š๐ญ ๐ฆ๐จ๐ซ๐ž ๐š๐ง๐ ๐ฆ๐จ๐ซ๐ž ๐ฉ๐ž๐จ๐ฉ๐ฅ๐ž ๐š๐ซ๐ž ๐ฉ๐ซ๐จ๐š๐œ๐ญ๐ข๐ฏ๐ž๐ฅ๐ฒ ๐ญ๐š๐ค๐ข๐ง๐  ๐œ๐ก๐š๐ซ๐ ๐ž ๐จ๐Ÿ ๐ญ๐ก๐ž๐ข๐ซ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ž๐ฌ ๐š๐ง๐ ๐ฐ๐š๐ง๐ญ ๐ญ๐จ ๐š๐œ๐ก๐ข๐ž๐ฏ๐ž ๐ฆ๐จ๐ซ๐ž. ๐˜๐จ๐ฎ'๐ฏ๐ž ๐œ๐จ๐ฆ๐ž ๐ญ๐จ ๐ญ๐ก๐ž ๐ซ๐ข๐ ๐ก๐ญ ๐ฉ๐ฅ๐š๐œ๐ž.


I don't think I promised too much when I predicted a turbulent May at the end of April. As I already wrote in my last monthly report, this period, apart from the already exceptional market environment, is volatile on its own. I have been able to take good advantage of this and took some new additions and strengthened positions (and so did you):

$MELI (MercadoLibre)$00241.HK (Alibaba Health Information Tec)$FCX (Freeport-McMoRan Inc)$SCCO (Southern Copper Corp)$03690.HK (Meituan Class B)


Fundamentally, the market was supported by robust economic data towards the end of the month. For example, sentiment among industrial companies in the euro zone again reached a record high in May. At the same time, however, inflation in the euro zone is also picking up more strongly. In May, the cost of living increased by 2.0 percent within a year, as the European statistics authority Eurostat announced today according to a flash estimate. This is the highest level since the fall of 2018. Economists had expected a rise in consumer prices of 1.9 percent. The main driver for prices are currently the rising energy prices. However, experts had recently commented that higher rates should only be expected in the euro zone in the short term and that there is no pressure on the ECB to change its monetary policy.


The price level of precious metals, considered high by some (and it is high in absolute terms), supports my strong position in $PSLV . We will also see high increases in gold and other metals, although more delayed than in the energy sector and lumber, for example.


I also take the opportunity to announce my new website: www.oboi-invest.com/. If you have any questions, feel free to check out the FAQ page there or write me directly. I try to answer every request.


๐‡๐š๐ฏ๐ž ๐š ๐ฐ๐จ๐ง๐๐ž๐ซ๐Ÿ๐ฎ๐ฅ ๐ฐ๐ž๐ž๐ค!


๐๐‘

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